| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Harrell Tounjian Advisory Partners LLC | 3,785 | $155,715 | $159,068.79 | $3,353.79 | 2.15% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 9,876 | $347,499.73 | $408,500.99 | $61,001.26 | 17.55% |
Smart Wealth LLC Smart Wealth LLC | 56,854 | $2.34M | $2.35M | $12,684 | 0.54% |